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What our customers say
We are always delighted to receive feedback from from our clients. We are proud to hear our clients talk about the positive impact that True Bearing and taking financial advice have had on their lives.
Below are just some examples of the positive feedback we have received over the years.
We are absolutely delighted with the service that Mark Peary at True Bearing have provided. We needed help in understanding and then securing Power of Attorney for our mother and Mark Peary was professional, caring and extremely knowledgeable in arranging this legal service for us. All our questions were answered in a timely manner and everything ran smoothly.
I would highly recommend the services of True Bearing Ltd.
Mr Washington – Manchester
Thank you Mark Peary for sorting my Will, Trust and Lasting Power of Attorney. I found the whole process very thorough and the support you gave me made it easy and stress free. I was guided through the various options and decisions to be made and would recommend True Bearing to anyone.
C Clarkson – Rochdale
A huge ‘thank you’ to Mark Peary for sorting out our Legacy Planning. We were very happy with the options that we were offered and you explained everything to us in great detail. We are happy with the plan we chose and thank you once again for your professionalism.
Mr & Mrs Taylor – Accrington
After winning the National Lottery, I was looking for an established financial adviser with expertise in higher value wealth management.
My legal advisers introduced me to Mark O’Neill due to the reputation that he and True Bearing have for professionalism and plain-speaking advice.
Mark works with integrity and is very passionate about understanding my specific needs. Unlike other firms I have dealt with, I feel that I have benefited from the independence of his advice and the bespoke service where he regularly reviews my planning.
My priorities were to grow my investments, obtain income and mitigate the effect of Inheritance Tax. Mark has achieved these aims and I would highly recommend him and his company.
I transferred to Mark O’Neill at True Bearing because I was not getting regular reviews of my portfolio from my previous financial adviser. Now I get a half yearly review that is very comprehensive and meet with Mark whenever the need arises whether as part of the review or to discuss any current trends or recommendations. I am more than happy with the service provided. Mark helped me to transfer my pension fund to MetLife. This was a quite complicated procedure but, with his help, any problems that arose were dealt with by him efficiently.
Mr B., Retired Accountant – Keighley
We were recommended to Mark by our Accountants in 2015 to review the assets and structure of our pension funds.
After subsequent meetings where Mark had listened to our needs and concerns, he was able to recommend a more suitable solution we have been extremely pleased with that has exceeded our expectations.
Mark has also been able to convey his impressive technical knowledge of pensions and investments into simple, clear terms where we have completely understood his recommendations.
It is a pleasure to work with Mark whom has also been able to liaise with our legal and accountancy advisers to make life easier for us. We also look forward to the regular review meetings where we meet to discuss our needs and examine the portfolio. His assistants are also extremely courteous and helpful.
Mark demonstrates all we could expect in a professional Financial Adviser and we can strongly endorse the advice and service that he and his company provide.
Mr & Mrs P Kiernan, Kiernan Construction
I was recommended to Mark O'Neill by my accountant over six years ago as an established and highly qualified independent financial adviser. During this time Mark has grown my investments and helped to save my estate inheritance tax with his specialist planning.
I have particularly benefited from the regular review meetings that Mark provides with intelligent, yet down to earth insight on financial matters. His knowledge, integrity and professionalism are exemplary which I trust implicitly.
I cannot recommend Mark and True Bearing highly enough to anyone wishing to review or invest substantial wealth for peace of mind.
Mrs Hilary Johns – Lytham
Mike Clarke has been our financial adviser now for a number of years. During this time the markets have been very turbulent to say the least. Mike has advised and helped us through this period extremely well and we feel that we are now in a good position to benefit from any upturn in the market.
David & Liz Wildish - Wrea Green
I first met David at a Pre- Retirement Course for Blackpool Council employees, of which I was one, in 2009, where he presented clearly the considerations and options for investment and future security. His delivery was clear and factual, and he dispelled some commonly held myths.He gave a clear impression that he knew his subject and would offer balanced and honest advice as an Independent Financial Adviser.
I followed this contact up and have retained his services since my retirement in April 2010. He always answers queries promptly and fully, and is prepared to do whatever work is necessary to reach a solution I am happy with . He does not confuse me with complex explanations which I do not need or understand, and yet leaves me with confidence about the decisions I have made. He presents as a person of integrity and someone to be trusted.I would not hesitate in recommending David to friends and colleagues in the future.
J Jaynes, Retired Director, Blackpool Council
David has managed our Financial Planning for the last seven years. At all times he has acted in a thoroughly honest, professional and trustworthy manner. We would not and have not hesitated recommending David to other friends and family.
Diane and Andrew Pilling, Directors, Affordable Accounts Group - Westhoughton